Creating a Plan for the Future is Essential

Congratulations on taking that essential step toward securing your family's future. A Will establishes a roadmap to protect your heirs, safeguard your legacy, provide for charitable organizations that are meaningful to you, and reduce your estate taxes. Through proper planning, the legacy of love and care that you leave for your family and friends can be encouraging and even inspiring.

To help you get started, we are pleased to offer A Guide to Planning Your Will and Trust. This free downloadable guide is designed to encourage you to think about how you want your assets to be distributed when you pass away, and to assist you in gathering the information your attorney will need. With this guide, the process will be much easier, less expensive, and a comfort to your family while fulfilling your desires for friends and family. If you prefer to have
A Guide to Planning Your Will and Trust mailed to you, please provide your name and mailing information in the form below.

As you navigate the estate planning process, we are pleased to also offer the following previously recorded meRIT webinars as additional resources:

Remember to visit RIT’s legacy planning website, which is regularly updated with news, stories, and Ellingson Society information. There you will find a wealth of estate planning information including more downloadable materials, helpful videos, and answers to some of your most pressing questions.

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It is more than a gift. It is your legacy.

Disclaimer: The information included on this website is not intended to be legal or tax advice and may not be relied upon for tax decisions you wish to make. Always contact your tax or legal advisor to see if the ideas discussed in this article are appropriate for you.